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A&D MORTGAGE MEDICAL PLAN 401k Plan overview

Plan NameA&D MORTGAGE MEDICAL PLAN
Plan identification number 502

A&D MORTGAGE MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

A&D MORTGAGE LLC has sponsored the creation of one or more 401k plans.

Company Name:A&D MORTGAGE LLC
Employer identification number (EIN):800832417
NAIC Classification:522292
NAIC Description:Real Estate Credit

Additional information about A&D MORTGAGE LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2012-07-09
Company Identification Number: L12000088950
Legal Registered Office Address: 1040 S FEDERAL HWY

HOLLYWOOD

33020

More information about A&D MORTGAGE LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A&D MORTGAGE MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-12-01JESSICA VALDES2024-06-25
5022021-12-01JESSICA VALDES2023-06-20

Plan Statistics for A&D MORTGAGE MEDICAL PLAN

401k plan membership statisitcs for A&D MORTGAGE MEDICAL PLAN

Measure Date Value
2022: A&D MORTGAGE MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-12-01111
Total number of active participants reported on line 7a of the Form 55002022-12-0175
Number of retired or separated participants receiving benefits2022-12-011
Number of other retired or separated participants entitled to future benefits2022-12-013
Total of all active and inactive participants2022-12-0179
Number of employers contributing to the scheme2022-12-010
2021: A&D MORTGAGE MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-01100
Total number of active participants reported on line 7a of the Form 55002021-12-0198
Number of retired or separated participants receiving benefits2021-12-011
Number of other retired or separated participants entitled to future benefits2021-12-0112
Total of all active and inactive participants2021-12-01111
Number of employers contributing to the scheme2021-12-010

Form 5500 Responses for A&D MORTGAGE MEDICAL PLAN

2022: A&D MORTGAGE MEDICAL PLAN 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01Plan funding arrangement – InsuranceYes
2022-12-01Plan benefit arrangement – InsuranceYes
2021: A&D MORTGAGE MEDICAL PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01First time form 5500 has been submittedYes
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract numberD0746
Policy instance 1
Insurance contract or identification numberD0746
Number of Individuals Covered38
Insurance policy start date2022-12-01
Insurance policy end date2023-11-30
Total amount of commissions paid to insurance brokerUSD $15,125
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,125
Amount paid for insurance broker fees0
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract numberD0746
Policy instance 2
Insurance contract or identification numberD0746
Number of Individuals Covered37
Insurance policy start date2022-12-01
Insurance policy end date2023-11-30
Total amount of commissions paid to insurance brokerUSD $11,900
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,900
Amount paid for insurance broker fees0
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract numberD0746
Policy instance 1
Insurance contract or identification numberD0746
Number of Individuals Covered40
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $15,895
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,895
Amount paid for insurance broker fees0
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract numberD0746
Policy instance 2
Insurance contract or identification numberD0746
Number of Individuals Covered54
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $16,589
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,589
Amount paid for insurance broker fees0
Insurance broker organization code?3

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